Dan is a Private Wealth Advisor located in Fort Worth, TX. He provides comprehensive financial planning to his clients with a focus on aligning their investment to the plan. Dan measures his own success by his client’s success in reaching their goals within their timeline. He is passionate about helping clients build the future they dream of.
Dan graduated from The University of Texas at Arlington with a Bachelor’s in Finance. He started in the financial service industry in 2009 during the Global Financial Crisis having worked with UBS and Fidelity. In 2013, Dan started his financial planning business with a focus on servicing the families and businesses in his community. He brought his business and investment experience to TCG Advisors which allows him to join a fiduciary advisor model and to also have the ability to adjust client portfolios more quickly to better serve his clients.
Dan is married to his wife Shonnah and is a proud father of their 2-year-old son Hollis. In Dan’s spare time, he enjoys playing soccer in the backyard with Hollis, reading, playing golf, boating, and making dinner with Shonnah.
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